Monument Group Wealth Advisors

Privacy

Website privacy notice

What this website collects, what it doesn’t, and how to opt out.

This notice covers this website. It is separate from the privacy notice describing how Monument Group Wealth Advisors, LLC handles client financial information, which is provided to clients directly.

What this site collects

We use Google Analytics 4 to understand which pages are read and how visitors arrive. It records pages viewed, approximate location derived from IP address, device and browser type, and referring site. Google Analytics sets cookies to distinguish returning visitors. We do not use this data to identify individuals, and we do not sell it.

If you submit the contact form or book through the scheduler, you provide your name, email address and whatever you choose to write. We use that only to respond.

What this site does not do

  • No advertising or retargeting pixels
  • No selling or renting of visitor information
  • No third-party trackers beyond the analytics described above
  • No account creation, and no passwords collected on this site

Appointment scheduling

Appointments are booked through Acuity Scheduling, embedded on the contact page. Information entered into the scheduler is handled under Acuity’s own privacy policy in addition to this one.

Client portals

Links to Charles Schwab, Fidelity and portfolio reporting take you to those firms’ own systems. Anything you enter there is governed by their privacy policies, not this one. We never ask for portal credentials by email or on this site.

Your choices

Most browsers allow you to block or delete cookies, and browser “Do Not Track” and Global Privacy Control signals can limit analytics. Google offers a browser add-on to opt out of Google Analytics across all sites. Blocking cookies will not affect your ability to read anything here.

To ask what information we hold about you, or to have it deleted, email lmcgowan@monumentgroupwealth.com or call 978-369-7705.

Children

This site is intended for adults and is not directed at children under 13. We do not knowingly collect information from children.

Changes

We will update this page if our practices change. Questions can go to lmcgowan@monumentgroupwealth.com, or by post to 801 Main Street, Suite 14, Concord, MA 01742.